MI207: Intrinsic Value Analysis of Alphabet (Mini-Episode)
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How Does the Expected Return Change?
As long as google is able to maintain their competitive position in their larger business units, and they capture the growth in the digital advertising space, i would expect us to receive a five to seven % return over the next ten years. Value stock beak also comes to the same conclusion, that he expects the stock to compound at ten % or more per year for long term investors. So unless we see a substantial pull back in the free cash floes, which i don't really expect we will, there seems to be a really good margin of safety built into Google's current valuation.
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